119
119
Jul 25, 2014
07/14
by
CNBC
tv
eye 119
favorite 0
quote 0
first amd ceo says we are clearly executing our strategy building a stronger amd business model and enhancing our ability to deliver consistent performance. excuse me? the only thing consistent about amd's performance is its underperformance as the company has disappointed in five out of the last incredible earnings repor reports. and he tells us, and i quote, we continue to see strong demand for amd-powered consoles and we had record semi-custom unit shipments in the last quarter and our peak kworter as microsoft and sony prepare for the holiday cycle, end quote. sounds positive, right? it's actually incredibly negative. why? because almost the whole bookcase for amd rests on the video game console business riding the wave of the ps4 and xbox 1 and they were expecting it not to peak until the fourth quarter and now it's peaking earlier, in the third quarter. that's not good. the company also indicated they see a fairly balanced trajectory between the first and second halves of the year and that imprice consoles than many investors were anticipating. >> boo! >> in pack, it now looks like the
first amd ceo says we are clearly executing our strategy building a stronger amd business model and enhancing our ability to deliver consistent performance. excuse me? the only thing consistent about amd's performance is its underperformance as the company has disappointed in five out of the last incredible earnings repor reports. and he tells us, and i quote, we continue to see strong demand for amd-powered consoles and we had record semi-custom unit shipments in the last quarter and our peak...
28
28
Jul 27, 2014
07/14
by
KNTV
tv
eye 28
favorite 0
quote 0
apple, sis coker ibm, amd, you have made the tour. i mean, those are some of the bilgsz, most important companies silicon valley that the hardware space has to offer. >> i have been very fortunate a chance to work with great companies and really great people driving innovation. >> all right. so let me ask but this surround computing. we have talked in the past about the internet of things, with several different guest. it's kind of the internet of things, but it's big they'ren that, right? explain it to me. >>> it s internet of things describes how all of these devices are being connected, the locks on your door, your thermostat, you know, even at work, right? hefring is getting connected. what is surround computing? it describes fundamentally that these changes are leading to a different way in which we interface with computing. it is immersive. it's a natural voice. it's the gesture recognition and bringing information to you, contextually aware and realtime. >> you're kind of assuming there's a lot of intelligence everywhere, where
apple, sis coker ibm, amd, you have made the tour. i mean, those are some of the bilgsz, most important companies silicon valley that the hardware space has to offer. >> i have been very fortunate a chance to work with great companies and really great people driving innovation. >> all right. so let me ask but this surround computing. we have talked in the past about the internet of things, with several different guest. it's kind of the internet of things, but it's big they'ren that,...
70
70
Jul 15, 2014
07/14
by
CNBC
tv
eye 70
favorite 0
quote 0
amd, i think of them as a leopard changing their spots right now. they're trying to get away from the pc business and this gaming consol. i like them. i don't like the setup into the quarter. i think they can go to 6. that's my price target. that's my next move from here. >> the pcf grade cycle some would argue is priced into the stock given the 20% run so far this year. are we looking forward to a refresh cycle before the middle of 2015? >> yes. so i till think that people are behind the curve on pc. pc can still get better from here. in addition to that, their data center group. they have guided 15% growth in that segment until 2017. these numbers are putting them back on track to hit that. there was a lot of skepticism there. so this upgrade cycle in servers going from romaly to grantly, there is a lot of pent-up demand. it wasn't there for romaly. it is there for grantly. we think that could be a nice upsource. finally on mobile, mobile, bad news for them is actually good news. if they were to get out of mobile, it would be perhaps an 80% adder
amd, i think of them as a leopard changing their spots right now. they're trying to get away from the pc business and this gaming consol. i like them. i don't like the setup into the quarter. i think they can go to 6. that's my price target. that's my next move from here. >> the pcf grade cycle some would argue is priced into the stock given the 20% run so far this year. are we looking forward to a refresh cycle before the middle of 2015? >> yes. so i till think that people are...
62
62
Jul 10, 2014
07/14
by
BLOOMBERG
tv
eye 62
favorite 0
quote 0
as you said, this as a market value greater than amd or aol, several other big tech companies. a lot of people bought into the hype on some level, thinking there was something there. itmingly out of the blue, has come onto everyone's radar screen today. i think it is a testament to the environment we are seeing and it is a technology sector where stocks are going up and up and up and everyone is wondering when they are coming down. >> it is interesting when you talk about a bubble in valuations. is facebook overvalued? is twitter overvalued? but here is a company as far as we know, no assets, no revenue. someone made a lot of money on this grid this is not a joke. of moneye made a lot on this. this is not a joke. >> i shudder to think the people who will lose money on it. we have not been able to verify any information other than what we saw in the filings. we are trying to track down this company, what exactly they do. you get on their website, they offer you information about how you can get in touch with the liberties and venture capital -- celebrities and venture capitalist
as you said, this as a market value greater than amd or aol, several other big tech companies. a lot of people bought into the hype on some level, thinking there was something there. itmingly out of the blue, has come onto everyone's radar screen today. i think it is a testament to the environment we are seeing and it is a technology sector where stocks are going up and up and up and everyone is wondering when they are coming down. >> it is interesting when you talk about a bubble in...
50
50
Jul 12, 2014
07/14
by
BLOOMBERG
tv
eye 50
favorite 0
quote 0
real but there are tons of creepy crawlers from spiders to ants amd even mice. what do you do when you find one?
real but there are tons of creepy crawlers from spiders to ants amd even mice. what do you do when you find one?
68
68
Jul 17, 2014
07/14
by
CNBC
tv
eye 68
favorite 0
quote 0
i think there will be the chance to buy amd. yesterday we talked about it. two days we said after the intel quarter when the stack was trading in the after hours, we said take profits, yet a huge volume day the quarter was great. i think you will see the stock trade lower. this quarter mae suck it down a little more t. trade will be amd around 3-and-a-half bucks. >> let's get the latest from cnbc's fill lebeau. phil. >> melissa, you reported and others have reported within the last hour, the u.s. government says this is a case of mh17 shot down by a surface-to-air missile. they are still trying to determine more details in terms of what happened in the final moments before the missile hit the plane. a couple things we do know, first of all, intelligence says it's not clear who fired the missiles the russians the ukrainians? who exactly fired the missile. this is not an accident. it was blown out of the sky t. debris field spread over 10 miles to give you some sense of the area that the debris field covers. here is the prime minister of malaysia talking withi
i think there will be the chance to buy amd. yesterday we talked about it. two days we said after the intel quarter when the stack was trading in the after hours, we said take profits, yet a huge volume day the quarter was great. i think you will see the stock trade lower. this quarter mae suck it down a little more t. trade will be amd around 3-and-a-half bucks. >> let's get the latest from cnbc's fill lebeau. phil. >> melissa, you reported and others have reported within the last...
324
324
Jul 26, 2014
07/14
by
CNBC
tv
eye 324
favorite 0
quote 1
amd a disaster. intel holding in, looking okay. chipotle, a high growth stock that trades at a high multiple and end up deserving it. but there are still other times of growth stories. i don't know that that's necessarily the case. so one of the things we've noticed. the market was down today, most of the stocks and the s&p were up. over 300 of the s&p stocks were up today. what that means is for your portfolio, you got to be taking a look at what you actually own. the mark, itself, is not necessarily your portfolio. >> i think that's a great point. the graphic we just showed had a bunch of names that saw pretty tremendous tumbles, yet, we got the xlk. the s&p tech following index that's pretty much at a 14-year high. >> i think a year ago, it was the long or be wrong, right, the s&p 500 was making new highs all time. you wanted to be in the market. now it's become much more company xefk specific. last quarter, we had a lot of people go, oh, it's weather-related. >>> you remember that storm. there was probably snow throughout the u
amd a disaster. intel holding in, looking okay. chipotle, a high growth stock that trades at a high multiple and end up deserving it. but there are still other times of growth stories. i don't know that that's necessarily the case. so one of the things we've noticed. the market was down today, most of the stocks and the s&p were up. over 300 of the s&p stocks were up today. what that means is for your portfolio, you got to be taking a look at what you actually own. the mark, itself, is...
161
161
Jul 4, 2014
07/14
by
BLOOMBERG
tv
eye 161
favorite 0
quote 0
amd isate that amd -- closing then -- in for 2.5 billion euros. clearly this is the trend and it is working. the bidding war has worked out for the owner. >> who is set to gain from the sale? >> it is a privately owned company. mainly held by mr. wilde himself. 73s peter wild, 70 years -- years old. he's the man behind capri sun. the pouch of orange juices that he has amos lee -- that he famously got mohamed ali involved in the rate -- involved in. that is not part of wild flavors now. but this man is 73. 26th apparently the five wealthiest man in the world. has about $3 billion. that will go up if you cashes in. individual.or the >> thanks, carolyn. see later -- you later. the ecb has announced they were release minutes of their meetings. the new development. ♪ >> welcome back. this is "countdown.:" i am mark barton. better-than-expected jobs in the u.s.. a record high for the dow. giving investors plenty to think about ahead of the last trading day of the week. during us now, mike. thank you for joining us today. the ecb will hold less meeting
amd isate that amd -- closing then -- in for 2.5 billion euros. clearly this is the trend and it is working. the bidding war has worked out for the owner. >> who is set to gain from the sale? >> it is a privately owned company. mainly held by mr. wilde himself. 73s peter wild, 70 years -- years old. he's the man behind capri sun. the pouch of orange juices that he has amos lee -- that he famously got mohamed ali involved in the rate -- involved in. that is not part of wild flavors...
50
50
Jul 26, 2014
07/14
by
BLOOMBERG
tv
eye 50
favorite 0
quote 0
>> globalfoundries used to be of the chip plants amd used to own. they really want to be in this boundary is this where they are making chips for everybody. >> semiconductors. >> that is exactly where they want to be. science, researchers, expertise. you can't pick that up anywhere. the physical entities did not have a lot of interest in them. they have their own plants in upstate new york, i believe near albany. they don't need secondhand fabs. >> but these days in 2013, 2014, are they so different from what was built a decade ago? >> it is not like a car plant and with relatively small upgrades where it is still relevant. it does not necessarily start again, but major overhauls to these machines that cost tens of millions of dollars each. you pour a lot of money in and it becomes obsolete so quickly. >> what is it about the process of building chips that is so continuously revolutionizes. >> as the ceo of global foundries, they said it is not rocket science. it is much more difficult than rocket science. it is microscopic. it is one atom thick. im
>> globalfoundries used to be of the chip plants amd used to own. they really want to be in this boundary is this where they are making chips for everybody. >> semiconductors. >> that is exactly where they want to be. science, researchers, expertise. you can't pick that up anywhere. the physical entities did not have a lot of interest in them. they have their own plants in upstate new york, i believe near albany. they don't need secondhand fabs. >> but these days in...
31
31
Jul 12, 2014
07/14
by
BLOOMBERG
tv
eye 31
favorite 0
quote 0
i was out of dog food amd there had to be somebody in my neighborhood they can help me with this. >> amazon is reportedly launching a site earlier this year. how big of a threat is that? >> i love seeing these bigger institutions come in and help us validate the market. there is a need out here for these trusted home services. having amazon even think about potentially coming in to play in this space is exciting. >> what are your plans for expansion? >> our first international market was london. we will expand over the next year. we are excited about what is happening with the new taskrabbit. >> amazon streaming television lands a big name in kids programming. we go inside the latest project from the creator of "blues clues." that's next on "bloomberg west." ♪ >> welcome back to the best of "bloomberg west." i am emily chang. amazon is wrapping up new offerings. that includes children shows. they have a second show called "creative galaxy." she also created "blue's clues." jon erlichman sat down with her and asked why she decided to release creative galaxy exclusively on amazon ins
i was out of dog food amd there had to be somebody in my neighborhood they can help me with this. >> amazon is reportedly launching a site earlier this year. how big of a threat is that? >> i love seeing these bigger institutions come in and help us validate the market. there is a need out here for these trusted home services. having amazon even think about potentially coming in to play in this space is exciting. >> what are your plans for expansion? >> our first...
88
88
Jul 18, 2014
07/14
by
BLOOMBERG
tv
eye 88
favorite 0
quote 0
amd also not benefiting from corporate computers that seem to be benefiting other industries. makers" with erik schatzker and 50 rule will be right back. ♪ -- and stephanie ruhle will be right back. ♪ . >> live from bloomberg headquarters in new york, this is "market makers." i am erik schatzker. >> i'm stephanie ruhle. >> america's best-known anti-text activist is waiting in the debate -- when the debate. people love them, city and state governments don't. that is aquist says big opportunity for republicans. he is with us to explain why. grover, how is this an opportunity for the gop? of a series. you sell this when the internet started selling, amazon and others, the first thing democrat said mayors wanted to do was tax internet sales. they did not see this as a tremendous expansion of people's abilities and freedom to shop in the middle of the night or not have to travel to get things the next day. they said, we don't want to hear about this until we can tax this and regulated. there's a vote democrats are pushing, demanding in 10 years they tax internet access and in t
amd also not benefiting from corporate computers that seem to be benefiting other industries. makers" with erik schatzker and 50 rule will be right back. ♪ -- and stephanie ruhle will be right back. ♪ . >> live from bloomberg headquarters in new york, this is "market makers." i am erik schatzker. >> i'm stephanie ruhle. >> america's best-known anti-text activist is waiting in the debate -- when the debate. people love them, city and state governments don't....
205
205
Jul 22, 2014
07/14
by
CNBC
tv
eye 205
favorite 0
quote 0
last year amd put out an earnings release that self-congratulatory, yet the quarter was awful. take general electric which reported on friday. here is a company that comes out and says everythins pretty perfect. i saw the headlines, i was jumping for joy because my charitable trust owns ge. others were, too as the stock ticked up 20%. then you do the deep dive and realize revenues are light. you listen to the call and ge is missing numbers in areas where other companies are blowing aways estimates. oil and gas are on fire. distributive power. so many are doing fine. health care where the company said health care was again soft in the u.s. as we expected. i didn't expect that. i expected after last quarter maybe you would fix the problems. no. appliances, bad. core leasing, weak. final straw ge is do this acquisition of a french company where the government is trying to make it as hard as possible, lie-off people and clear the decks, which traditionally happens to boost earnings. what is the first question on the call? "i just think some logistical questions on alson. how do you
last year amd put out an earnings release that self-congratulatory, yet the quarter was awful. take general electric which reported on friday. here is a company that comes out and says everythins pretty perfect. i saw the headlines, i was jumping for joy because my charitable trust owns ge. others were, too as the stock ticked up 20%. then you do the deep dive and realize revenues are light. you listen to the call and ge is missing numbers in areas where other companies are blowing aways...
75
75
Jul 9, 2014
07/14
by
FOXNEWSW
tv
eye 75
favorite 0
quote 0
look what i'm doing amd other whistleblowers are doing as a positive thing. >> and i point out to people you passed up these kind of bonuses because you wanted to get to the bottom of the criteria why they were happeneding out the inghan. >> they will try to discredit you. i had the opportunity to stop all this by going to opm and demanding a desk audit would would force v.a. to pay me for all the work i'd done and push for back pay. i didn't follow up on those complaints just so that i could focus on my whistleblower complaint because i didn't want anybody to take away from the information i was bringing to people like you in the press swellings the congress and the white house. >> and you took a financial hit for that and treated like a pariah for that. and you passed up bonuses. so for that, you are to be thanked. scott davis, thank you very much. >> thank you. >>> in the meantime, do not mess with texas. congress telling the president of the united states if he wants the bucks to flow, you better stop this flow. but i've managed. ♪ i got to be pretty good at managing my symptoms, e
look what i'm doing amd other whistleblowers are doing as a positive thing. >> and i point out to people you passed up these kind of bonuses because you wanted to get to the bottom of the criteria why they were happeneding out the inghan. >> they will try to discredit you. i had the opportunity to stop all this by going to opm and demanding a desk audit would would force v.a. to pay me for all the work i'd done and push for back pay. i didn't follow up on those complaints just so...
191
191
Jul 2, 2014
07/14
by
KQED
tv
eye 191
favorite 0
quote 0
and consulting companies, and he was still friends with a guy who worked at advanced micro devices, amd. so he continued to sort of cultivate these people. some of them he actually had real friendships with. >> narrator: the fbi continued to gather more names, and when agents carroll and chaves sat down at fbi headquarters to compare notes, they realized there was more corruption out there than they had suspected. >> as the galleon case expanded, we realized they had a large network of insiders and other funds that were willing to engage with them. >> smith: how large? >> significant. >> smith: are we talking ten funds, 20 funds? >> it was a lot of funds. it was a lot of funds. >> smith: what did you say amongst yourselves, what did you think you were onto here? >> we likened it to the first jaws movie, that we're going to need a bigger boat. >> smith: this was a bigger shark than you bargained for. >> it sure was. it sure was. >> narrator: beginning in late 2007, the fbi obtained authorization to tap the phones of galleon traders, including raj rajaratnam. >> narrator: it was the first
and consulting companies, and he was still friends with a guy who worked at advanced micro devices, amd. so he continued to sort of cultivate these people. some of them he actually had real friendships with. >> narrator: the fbi continued to gather more names, and when agents carroll and chaves sat down at fbi headquarters to compare notes, they realized there was more corruption out there than they had suspected. >> as the galleon case expanded, we realized they had a large network...
160
160
Jul 18, 2014
07/14
by
CNBC
tv
eye 160
favorite 0
quote 0
amd's miss comes on the heels of an upbeat report by its competitor intel. that stock is down by 17% this morning. $3.78 is where it's trading. check out the futures right now. you'll see overall that at this point the futures still are indicating a positive open. dow futures up by about 33 points. s&p futures up by more than three points. up next we will have russia's response to what happened over in ukraine yesterday. we'll go to moscow for a live report. we'll be right back. >>> monday on "squawk box," allianz chief economic adviser mohamed el-erian is our guest host. plus the changing face of media. mdc partners chairman and ceo miles nadal joins us nop 33 that's monday, starting at 6:00 a.m. eastern time. right here on "squawk box." in a world that's changing faster than ever, we believe outshining the competition tomorrow requires challenging your business inside and out today. at cognizant, we help forward-looking companies run better and run different - to give your customers every reason to keep looking for you. so if you're ready to see opportunit
amd's miss comes on the heels of an upbeat report by its competitor intel. that stock is down by 17% this morning. $3.78 is where it's trading. check out the futures right now. you'll see overall that at this point the futures still are indicating a positive open. dow futures up by about 33 points. s&p futures up by more than three points. up next we will have russia's response to what happened over in ukraine yesterday. we'll go to moscow for a live report. we'll be right back....
78
78
Jul 17, 2014
07/14
by
BLOOMBERG
tv
eye 78
favorite 0
quote 0
after the bell, ibm, google, and amd. in tomorrow, ge, citigroup, and disney. >> it will be amazing to see what disney says about foxx-time warner. >> they may not touch it as a hot potato. >> bob iger has been selected ceo of the year. >> see if you can work on that. but ask him if he would by cnn. that is the scuttlebutt. that disney could by cnn. >> bob will play the tough interviewer role tonight. megamergers. we will discuss with bob nardelli and steve howe next. ♪ >> good morning, everyone. tomorrow on the program, so much going on. it is a good time to catch up with robert ellison of sandler o'neill. he does fabulous research. really, synthesizing all that is going on in economics, finance, investment, and politics. robert albertson tomorrow morning on bloomberg television. it is always great to see him, but tomorrow will be particularly important given what we have seen from making this week. >> recently especially with morgan stanley. the hour,host of robert nardelli and stephen howe . some company news from th
after the bell, ibm, google, and amd. in tomorrow, ge, citigroup, and disney. >> it will be amazing to see what disney says about foxx-time warner. >> they may not touch it as a hot potato. >> bob iger has been selected ceo of the year. >> see if you can work on that. but ask him if he would by cnn. that is the scuttlebutt. that disney could by cnn. >> bob will play the tough interviewer role tonight. megamergers. we will discuss with bob nardelli and steve howe...
57
57
Jul 18, 2014
07/14
by
FBC
tv
eye 57
favorite 0
quote 0
and servers and you and i have discussed intel recently in the pc demand is on the rise, turns out amd doesn't have quite the business aspect that intel does, so despite the fact we are seen pc demand on the rise it didn't help advanced micro as much as it probably could have if they were more the business the way into list. we see the stocks on the downside in a move to negative territory for the year 2014. stuart: thank you, nicole. there's another market story today that has political imprecations. the us drugmaker is buying shyer of ireland, page $54 billion for it. this will allow you and other us company to leave america for greener tax pastors overseas. they're going to to dublin, ireland. ed, this is a flood and it's an increasing flood and frankly i don't see it stopping. quickly. >> washington in these high tax hasn't figured this out. money will go where it's rewarded and right now this -- they have lost all the tax revenue. cubbies will drop their tax rate 9% from 22 to 13. they with them billions of dollars and their shareholders will be happy and that is what the game is.
and servers and you and i have discussed intel recently in the pc demand is on the rise, turns out amd doesn't have quite the business aspect that intel does, so despite the fact we are seen pc demand on the rise it didn't help advanced micro as much as it probably could have if they were more the business the way into list. we see the stocks on the downside in a move to negative territory for the year 2014. stuart: thank you, nicole. there's another market story today that has political...
141
141
Jul 18, 2014
07/14
by
CNBC
tv
eye 141
favorite 0
quote 0
a big loser today is amd. two cents misses by a penny and forecast a miss as well. stocks down 17 % in the premarket as they clearly can't keep pace with intel. a big concern, current quarter is a peak in game consuls. watch that space. the note today titled "inconsistency is the only constant," 19% at the open. >> that was a sharp fall. perhaps recalibrations. they are looking up for intel, but not too much for its rival. >> the argentina is noisy, aren't they? >> i don't know how much gets in the microphone, but it is active. >> what do they think, it's a soccer match? a futbol match? >> terribly. >> messy. honey well topping 10 billion, raising the low end of the full year forecast on better ogranic growth, better margin caption, automation and controls up ten, transportation up eight. if jim were here, david, he'd say nice things. >> about his neighbor. >> about his neighbor. >> david cody? >> he would. it is in some contrast, at least to ge, down slightly this morning on the quarter, although those parts of the business were good as we know in terms of industri
a big loser today is amd. two cents misses by a penny and forecast a miss as well. stocks down 17 % in the premarket as they clearly can't keep pace with intel. a big concern, current quarter is a peak in game consuls. watch that space. the note today titled "inconsistency is the only constant," 19% at the open. >> that was a sharp fall. perhaps recalibrations. they are looking up for intel, but not too much for its rival. >> the argentina is noisy, aren't they? >> i...